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Concert Wealth Management’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Concert Wealth Management’s Portfolio FENY Stock Details FENY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,115
Closed -$23K – 620
2016
Q3 		$23K Buy
+1,115
New +$21.5K ﹤0.01% 889

Other funds holding FENY

BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
RW
Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return

Concert Wealth Management's FENY Position: Q4 2016 in Review

Concert Wealth Management sold out of Fidelity MSCI Energy Index ETF (FENY) in Q4 2016, closing a stake of 1,115 shares — an estimated $23K sold.

Concert Wealth Management first reported a position in FENY in Q3 2016 and held it in 1 quarter. The position peaked at $23K in Q3 2016. 58 funds tracked by Wall St. Rank hold FENY as of Q4 2016.

  • Concert Wealth Management reported no remaining Fidelity MSCI Energy Index ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 1,115 Fidelity MSCI Energy Index ETF shares in Q4 2016, an estimated $23K.
  • Concert Wealth Management first reported a position in Fidelity MSCI Energy Index ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's Fidelity MSCI Energy Index ETF position peaked at $23K in Q3 2016.
  • 58 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.